Competencies

Planhat OS is a model-agnostic AI operating system where people and agents work together across the entire customer lifecycle. At its heart is Pi, the world’s first multiplayer customer agent. Think Salesforce, Slack and Claude all in one and Google Cloud has stated that Planhat has built the first next-generation CRM.

We’re 250+ people, profitable, and growing fast. The world’s biggest logos run on Planhat because Salesforce and ServiceNow can’t deliver fast enough.

More specifically, the people who do this well bring:

Sales process expertise: you successfully carry revenue responsibility and can craft memorable sales processes tailored to SaaS VP and C-level executives

Curiosity: you know it's much deeper than slide decks and swag. You're speaking with a FinTech company and quickly figure out that the CRO wants to reduce churn, and that CS reps need to automate a bunch of tedious tasks

Business acumen: you're tech-savvy and a quick learner. You can figure out people's biggest commercial challenges and set them on their way to long-term success

Builder mentality: you thrive in uncharted territory. You take initiative, create your own playbooks, and figure out how to get traction

High performance: you consistently exceed revenue targets. You're motivated by growth and impact, and you're always looking for a tougher challenge

Before joining Planhat our current Account Executives had experience such as:

Proven track records in selling powerful B2B SaaS products, usually at scrappy startups, often starting out as BDR/SDR and progressing quickly to AE

Running an effective sales cycle, defining and owning it, from prospecting to closing with VP and C-level executives

Revenue responsibility in sales or customer success, exceeding targets and overperforming at fast-growing software companies

A strong academic and/or competitive sports background, since this role takes a blend of grit, determination, and commercial acumen

Trajectory

We define and drive Planhat's GTM strategy and sales process. We excel at identifying our buyers' objectives regardless of their role, seniority level, company size, or industry. This means we power the growth not only of Planhat, but of software businesses across our key markets:

Tailoring our approach for every person, even when leaders at the same company have unique goals and pain points

Leading strategic discussions with the C-suite, diving deep into the product, and ironing out the nitty-gritty details

Listening and building trust, understanding what success looks like, handling objections, creating the right onboarding plan, and steering the path to a signed contract

Definition of Success

You own a revenue target and exceed it quarter over quarter

You have a strong pipeline, built through both inbound and self-sourced opportunities, and you own the full sales cycle end to end

You are consistently seen as a trusted advisor by your prospects and customers, not just a salesperson

You are growing into more senior commercial responsibilities within the team

You are actively shaping the culture and playbook of a high-performing AE team at Planhat